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Simplify Managed Futures Strategy ETF
CTA

165 hedge funds and large institutions have $532M invested in Simplify Managed Futures Strategy ETF in 2025 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 68 increasing their positions, 25 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

491% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 11

333% more funds holding in top 10

Funds holding in top 10: 3 → 13 (+10)

172% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 25

111% more capital invested

Capital invested by funds: $253M → $532M (+$279M)

49% more funds holding

Funds holding: 111 → 165 (+54)

2.3% less ownership

Funds ownership: 58.09% → 55.78% (-2.3%)

32% less call options, than puts

Call options by funds: $326K | Put options by funds: $477K

Holders
165
Holders Change
+54
Holders Change %
+48.65%
% of All Funds
2.21%
Holding in Top 10
13
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+333.33%
% of All Funds
0.17%
New
65
Increased
68
Reduced
25
Closed
11
Calls
$326K
Puts
$477K
Net Calls
-$151K
Net Calls Change
-$151K

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$49.7M
2
HighTower Advisors
HighTower Advisors
Illinois
+$13.5M
3
PAG
Private Advisor Group
New Jersey
+$10.8M
4
PPW
Pasadena Private Wealth
California
+$10.5M
5
BCMLT
Beacon Capital Management LLC (Tennessee)
Tennessee
+$10.2M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$9.45M
2
AIM
Astor Investment Management
Illinois
-$3.91M
3
GS
GWN Securities
Florida
-$2.62M
4
SAM
Simplify Asset Management
Nevada
-$2.13M
5
LCGC
Legacy Capital Group California
California
-$973K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$3.11M +$1.41M +48,646 +86%
EMAM
52
Encompass More Asset Management
California
$2.79M +$1.81M +62,127 +194%
OIA
53
OneDigital Investment Advisors
Kansas
$2.72M -$11.4K -394 -0.4%
Mariner
54
Mariner
Kansas
$2.68M +$2.63M +90,613 New
SIM
55
Stratos Investment Management
Ohio
$2.54M +$2.49M +85,737 New
SWM
56
SFG Wealth Management
Maryland
$2.46M +$649K +22,320 +37%
TF
57
Theory Financial
Colorado
$2.41M +$2.37M +81,434 New
RWRC
58
R.W. Roge & Company
New York
$2.29M +$2.25M +77,471 New
Osaic Holdings
59
Osaic Holdings
Arizona
$2.28M +$1.88M +64,685 +527%
CCMG
60
Clark Capital Management Group
Pennsylvania
$2.19M +$2.15M +74,090 New
SWP
61
Stratos Wealth Partners
Ohio
$2.15M +$2.11M +72,468 New
TWM
62
TCFG Wealth Management
California
$2.04M +$2.01M +69,075 New
AWM
63
Apollon Wealth Management
South Carolina
$2.03M +$1.99M +68,549 New
SAM
64
Simplify Asset Management
Nevada
$1.98M -$2.13M -73,421 -52%
SMC
65
Smith, Moore & Co
Missouri
$1.93M +$1.89M +65,086 New
SWA
66
Stratos Wealth Advisors
Ohio
$1.83M +$1.79M +61,684 New
FA
67
FSA Advisors
Michigan
$1.82M +$938K +32,290 +110%
OAS
68
Optivise Advisory Services
Tennessee
$1.81M +$616K +21,191 +53%
MMA
69
Miracle Mile Advisors
California
$1.79M -$777K -26,752 -31%
AWM
70
Aries Wealth Management
Maine
$1.52M +$1.16K +40 +0.1%
WA
71
WESPAC Advisors
California
$1.51M +$1.48M +50,967 New
ACM
72
Andina Capital Management
Utah
$1.51M +$121K +4,166 +9%
PI
73
PFG Investments
New York
$1.44M +$1.41M +48,491 New
HI
74
Harbour Investments
Wisconsin
$1.43M +$1.4M +48,123 +178,233%
GWSA
75
Global Wealth Strategies & Associates
Colorado
$1.25M +$104K +3,567 +9%
1 2
3
4 5

CTA Hedge Fund Activity: Q1 2025 in Review

165 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Simplify Managed Futures Strategy ETF (CTA) for Q1 2025, worth a combined $532M — up 111% from $253M a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new CTA positions and 11 closed out — a net gain of 54 holders — while 68 added to existing stakes and 25 trimmed.

The largest buyer was Bank of America, adding an estimated $49.7M. The largest seller was Wells Fargo, cutting an estimated $9.45M.

  • 165 institutional investors held Simplify Managed Futures Strategy ETF (CTA) as of Q1 2025, up from 111 in Q4 2024.
  • Funds reported $532M of Simplify Managed Futures Strategy ETF stock for Q1 2025, up 111% quarter-over-quarter.
  • 65 funds opened new Simplify Managed Futures Strategy ETF positions in Q1 2025 and 11 closed out, a net change of +54 holders.
  • The largest Simplify Managed Futures Strategy ETF buyer in Q1 2025 was Bank of America, an estimated $49.7M added.
  • The largest Simplify Managed Futures Strategy ETF seller in Q1 2025 was Wells Fargo, an estimated $9.45M sold.

Based on aggregated 13F filings for Q1 2025.